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Alerian MLP ETF

443 hedge funds and large institutions have $2.19B invested in Alerian MLP ETF in 2021 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 161 increasing their positions, 142 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 142

0.35% less ownership

Funds ownership: 43.66%43.3% (-0.35%)

7% less funds holding

Funds holding: 477443 (-34)

16% less capital invested

Capital invested by funds: $2.6B → $2.19B (-$412M)

24% less call options, than puts

Call options by funds: $89.7M | Put options by funds: $118M

36% less funds holding in top 10

Funds holding in top 10: 117 (-4)

39% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 59

Holders
443
Holders Change
-34
Holders Change %
-7.13%
% of All Funds
7.76%
Holding in Top 10
7
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-36.36%
% of All Funds
0.12%
New
36
Increased
161
Reduced
142
Closed
59
Calls
$89.7M
Puts
$118M
Net Calls
-$28.6M
Net Calls Change
-$194M
Name Holding Trade Value Shares
Change
Change in
Stake
WCM
326
Weik Capital Management
Pennsylvania
$204K -$27.7K -830 -12%
AFP
327
Ausdal Financial Partners
Iowa
$202K -$1M -30,045 -83%
FH
328
FWG Holdings
Florida
$201K -$283K -8,480 -58%
VWA
329
Visionary Wealth Advisors
Illinois
$201K +$3.34K +100 +2%
AP
330
Atwood & Palmer
Missouri
$198K
AP
331
Arlington Partners
Alabama
$178K
Northwestern Mutual Wealth Management
332
Northwestern Mutual Wealth Management
Wisconsin
$143K -$33.6K -1,005 -19%
NFSG
333
Newbridge Financial Services Group
Florida
$142K
MRC
334
Millburn Ridgefield Corp
New York
$136K -$216K -6,459 -61%
SCA
335
Stonebridge Capital Advisors
Minnesota
$135K -$250K -7,493 -65%
EVM
336
Eaton Vance Management
Massachusetts
$134K
MHR
337
Matthew Hamilton Rosenberg
$131K -$7.54K -226 -5%
BAM
338
Belpointe Asset Management
Nevada
$130K -$136K -4,071 -51%
HI
339
Harbour Investments
Wisconsin
$129K -$1.26M -37,650 -91%
MA
340
Montag & Associates
Georgia
$124K -$14.7K -441 -11%
BWA
341
BDO Wealth Advisors
Florida
$118K -$31K -928 -21%
BWL
342
Bogart Wealth LLC
Virginia
$115K
HWA
343
HHM Wealth Advisors
Tennessee
$111K
SSB
344
Sandy Spring Bank
Maryland
$110K -$1.67K -50 -1%
S
345
SignatureFD
Georgia
$110K
COCM
346
Charter Oak Capital Management
New Hampshire
$106K
CFN
347
Cordasco Financial Network
Florida
$106K
Fidelity Investments
348
Fidelity Investments
Massachusetts
$106K +$44.1K +1,320 +70%
BWM
349
Baystate Wealth Management
Massachusetts
$105K +$2.17K +65 +2%
AF
350
Advisornet Financial
Minnesota
$104K -$50.7K -1,520 -33%

AMLP Hedge Fund Activity: Q3 2021 in Review

443 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Alerian MLP ETF (AMLP) for Q3 2021, worth a combined $2.19B — down 16% from $2.6B a quarter earlier.

Sellers outnumbered buyers: 59 funds closed out of AMLP and 36 opened new positions — a net loss of 23 holders — while 142 trimmed existing stakes and 161 added.

The largest buyer was Goldman Sachs, adding an estimated $17M. The largest seller was JP Morgan Chase, cutting an estimated $60.3M.

  • 443 institutional investors held Alerian MLP ETF (AMLP) as of Q3 2021, down from 477 in Q2 2021.
  • Funds reported $2.19B of Alerian MLP ETF stock for Q3 2021, down 16% quarter-over-quarter.
  • 36 funds opened new Alerian MLP ETF positions in Q3 2021 and 59 closed out, a net change of -23 holders.
  • The largest Alerian MLP ETF buyer in Q3 2021 was Goldman Sachs, an estimated $17M added.
  • The largest Alerian MLP ETF seller in Q3 2021 was JP Morgan Chase, an estimated $60.3M sold.

Based on aggregated 13F filings for Q3 2021.